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Applied Excellence
Mobile ECM & Case Management using:Alfresco, Oracle SOA/ESB &
PeopleSoft CRM
Mobile ECM & Case Management using:Alfresco, Oracle SOA/ESB &
PeopleSoft CRM
Mike Mahon, President, [email protected]
Office: 303.443.4004 x203
Cell: 720.289.7424
Applied Excellence
Agenda
• Introductions
• Zia Consulting Overview
• Denver Architecture Overview
• Mobile Case Management Presentation
• Q & A
Applied Excellence
Who is Zia?A firm with deep technical expertise and strategic insight, coupled with our Agile software delivery methodology, provides numerous benefits to our customers:
Benefits• Achieve ROI by delivering improved operational efficiencies
• Boost productivity by creating collaborative work environments
• Maintain access and control of information through the enterprise
• Allow employees to find the information they need, when they need it
• Increase end-user adoption
• Agile training by using Zia methodology and Rally tools
• Raving fan customers
Professional Qualifications• Highly-experienced senior staff consisting of Business Analysts, Enterprise Architects, Software Engineers and Data Architects
• Alfresco Professional Services Partner
• IBM Partner
Our Partners
Applied ExcellenceEnterprise Content Management (ECM)
Enterprise 2.0 Solutions
Enterprise Mobile Applications
At its heart, our Agile-based methodology is centered on a close collaborative approach to maximizing value for our customers. Constant client communication is necessary to ensure that each development iteration addresses features with the highest business value, even if those features were unknown at the launch of the project.
Zia’s Agile Solution Methodology
Mobile workforce enablement is an increasing trend for Zia’s enterprise customers. Zia’s Fresh Docs ECM application is available for iPhone, iPad and Android platforms. The newly released Fresh Xpense application is a simple expense and receipt capture tool for the iPhone that integrates with Xpenser.com.
The focus of technology should always be on people. Zia enables our customers to gain tremendous competitive advantage by allowing their team to collaborate more effectively, respond more quickly to changes, and make better decisions. Adopters of Enterprise 2.0 solutions will find they have a more productive, engaged and informed team.
An ECM is a cultivation of knowledge -- one of the most valuable assets to any organization. A proper ECM system ensures content has integrity through proper version control, allows producers to easily create content and publish it to a variety of mediums, and it automates processes, streamlining the review, approval and distribution of content across an organization. Zia's ECM offerings provide all of these benefits, and more, in a manner tailored to the client's business needs.
Service Offerings
Applied Excellence
Denver 311 Call Center and Web Interface
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5
311 Web Home
Submit request online
Submit request online
Call via 311 in the City or External #
outside
Call via 311 in the City or External #
outside
Applied Excellence
Oracle Service Oriented Architecture (SOA) and
Enterprise Service Bus (ESB) Explanation
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5
Typical SOA Architecture
Users: Formerly Apps and Portals,
Mobile is new Trend
Users: Formerly Apps and Portals,
Mobile is new Trend
Define Business Process and expose
via Service
Define Business Process and expose
via Service
Leverage existing IT infrastructure, web sites, mainframes, data warehouses,
etc.
Leverage existing IT infrastructure, web sites, mainframes, data warehouses,
etc.
Image take from Zuzel.org
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The How of an ESB!
Model, edit and design service
Model, edit and design service
Register and manage Services
Register and manage Services
Image take from
Intro to Oracle ESB
Manage, adminster & Debug services
Manage, adminster & Debug services
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Alfresco Config
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High Availablility, Clustered Alfresco Instances
Users Users
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Call Center Config
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5
Denver’s Call Center Infrastructure
Image take from
FunnySalesCartoons.com
Applied Excellence
Denver 311 Mobile iPhone Application
Applied ExcellenceCost
Users Development and Support
Technical
Easy to Use Must start small as a pilot before rollout Secure
Minimize new skill development Open Source – leverage the work of others Availability of qualified Professional Services
Direct Cost Savings Use Denver SOA team to write service Use Zia’s Mobile ECM knowledge
Indirect Cost Savings Productivity Simplicity
Leverage Oracle ESB Minimize Integration Effort Leverage Existing Hardware Leverage PeopleSoft CRM Call Center Leverage Alfresco
Project Goals
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Mobile Case ManagementA real world example
12
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Mobile Case ManagementWhat does it do?
12
Creates work ticket in PeopleSoftCreates work ticket in PeopleSoft
Stores content in AlfrescoStores content in Alfresco
Notifies stakeholders of ticket status changes
Notifies stakeholders of ticket status changes
Secure communication via Oracle Enterprise Service Bus (ESB)
Secure communication via Oracle Enterprise Service Bus (ESB)
Applied Excellence
Mobile Case ManagementA living example
12
List of case options(think workflow or tickets)
List of case options(think workflow or tickets)
Generated from ERPGenerated from ERP
Each case type has different information required
Each case type has different information required
Applied Excellence
Mobile Case ManagementNew Case and Status of Existing
12
"Report a Problem":Allows users to create a new case
"Report a Problem":Allows users to create a new case
Area for system generated notifications
Area for system generated notifications
Applied Excellence
Mobile Case ManagementDifferent Case Options
12
Graffiti or Vandalism has 2 case types you can submit
Graffiti or Vandalism has 2 case types you can submit
Animal & Pets has 8 case types Animal & Pets has 8 case types
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Mobile Case ManagementEnter Metadata and images
12
Enter required information for the selected case type
Enter required information for the selected case type
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Mobile Case ManagementA living example
12
Add geo-location informationAdd geo-location information
What about CMIS?
Applied Excellence
Applied Excellence
Fresh Docs Connects to Any CMIS 1.0 ECM
5
Can connect to any CMIS 1.0 compliant System
Can connect to any CMIS 1.0 compliant System
Alfresco Enterprise 3.3.x and IBM Filenet P8 Shown
Alfresco Enterprise 3.3.x and IBM Filenet P8 Shown
Tested against Nuxeo, Day, & SharePoint as well
Tested against Nuxeo, Day, & SharePoint as well
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Search Repository
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Search “content” returns resultsSearch “content” returns results
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Edit Metadata
7
Changes will be stored directly in CMS Systems
Changes will be stored directly in CMS Systems
Access permissions are controlled from repository
Access permissions are controlled from repository
Applied Excellence
How do you edit using native apps on the iPad and save to the CMS?
8
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SummaryCommon Sense Decisions
Strong Partnerships Denver is PARTNERing with Zia Zia brings expertise Alfresco brings cost-effective OS platform Denver strong management & strong core
Deliver Solutions Customers Want Easy to use apps, on common devices
Leverage Existing Assets IT Investments – PeopleSoft, Oracle,
Alfresco Knowledge from In-House teams
Image take from
Camandago.com
Applied Excellence
Questions & Answers
Sales303.443.4004 [email protected]://www.ziaconsulting.com/home/mobilefreshdocs/freshdocs/
